While Shares for Apple are Up More Than 65% Year to Date, We Believe the Tech Stalwart is Still in the Midst of an iPhone Renaissance 11.18.2019
Microsoft Made Steady and Impressive Progress and Significantly Narrowed the Gap Over the Last Six Months with the Odds of Winning the JEDI Contract More Like a Realistic Possibility 10.28.2019
Microsoft Surface Remains a Mind-and Market-Share Strategic Gamble for Nadella & Co. That is in the Early Stages of Playing Out 10.03.2019
We Reiterate Our Opinion that Federal Regulation and Investigations are More Noise vs. Than Forced Breakups of the Underlying Businesses 10.02.2019